Main Menu

News and Announcements

2017

In the article accompanying the 2016 ranking, Barron’s remarks that, “Independents generally position themselves as objective champions of their clients’ financial success.” We at Manchester Capital Management take great pride in advocating for the best interests of our clients and we are pleased with Barron’s continued recognition of our efforts.

Barron’s Top 100 Independent Financial Advisors rankings rank individual independent investment advisors based on data provided by individual advisors and their firms. Advisor data is confirmed by Barron’s via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. While the formula Barron’s uses to rank advisors is proprietary, it has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because Barron’s views an advisor’s returns as being dictated largely by the risk tolerance of clients. The quality‐of‐practice component includes an evaluation of each advisorʹs regulatory record. The process of being ranked in Barronʹs starts with filling out a detailed online survey. Accordingly, advisors who do not complete a survey are not considered.  For more information, visit: http://online.barrons.com/report/top‐financial‐advisors. Such rankings may not be representative of any one client’s experience and are not rankings of Manchester Capital Management on a firm‐wide basis. Such ratings are not indicative of future performance.

2016

Barronʹs Top 100 Independent Financial Advisors rankings rank individual independent investment advisors based on data provided by individual advisors and their firms. Advisor data is confirmed by Barron’s via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. While the formula Barronʹs uses to rank advisors is proprietary, it has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because Barron’s views an advisorʹs returns as being dictated largely by the risk tolerance of clients. The quality‐of‐practice component includes an evaluation of each advisorʹs regulatory record. The process of being ranked in Barronʹs starts with filling out a detailed online survey. Accordingly, advisors who do not complete a survey are not considered.  For more information, visit: http://online.barrons.com/report/top‐financial‐advisors. Such rankings may not be representative of any one client’s experience and are not rankings of Manchester Capital Management on a firm‐wide basis. Such ratings are not indicative of future performance.

2015

Manchester Capital Management, LLC was honored to be included in the 2015 Financial Times Top 300 Registered Investment Advisors (FT 300).

The FT 300 list is a compilation of independent registered investment advisers based on a Financial Times methodology that takes into consideration assets under management (“AUM”), AUM growth rate, the company’s years in existence, compliance records, industry certifications, and online accessibility.  An adviser’s AUM and AUM growth rate make up 80-85% of its score. The ranking was developed in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the investment management industry. The Financial Times’s methodology examines the database of RIAs that are registered with the US Securities and Exchange Commission and selects those practices reporting to the SEC that have $300m or more in assets under management (AUM). The FT then invites those qualifying RIA groups, which amount to more than 2,000, to provide further information about their practices. This is augmented by the Financial Times’s research, including review of regulatory filings. Some 650 RIA companies qualified. The FT 300 is presented as a group, not a competitive ranking from 1 to 300. The FT 300 is one in a series of rankings that the Financial Times has developed in partnership with Ignites Research providing a snapshot of advisers across the U.S. The series includes: FT 401 (retirement plan advisers who service DC plans), FT 400 (financial advisers from traditional broker-dealer firms), and FT 100 (female advisers from brokerages, private banks and RIAs). Ratings may not be representative of any one client’s experience and are not indicative of future performance.

2014

Barronʹs Top 100 Independent Financial Advisors rankings rank individual independent investment advisors based on data provided by individual advisors and their firms. Advisor data is confirmed by Barron’s via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. While the formula Barronʹs uses to rank advisors is proprietary, it has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because Barron’s views an advisorʹs returns as being dictated largely by the risk tolerance of clients. The quality‐of‐practice component includes an evaluation of each advisorʹs regulatory record. The process of being ranked in Barronʹs starts with filling out a detailed online survey. Accordingly, advisors who do not complete a survey are not considered.  For more information, visit: http://online.barrons.com/report/top‐financial‐advisors. Such rankings may not be representative of any one client’s experience and are not rankings of Manchester Capital Management on a firm‐wide basis. Such ratings are not indicative of future performance.

The Financial Advisor Magazine rankings are based solely on assets under management as of December 31, 2013, as reported on each firm’s Form ADV. The rankings are limited to firms that participate in the magazine’s survey and meet its eligibility criteria. To be eligible for the ranking, firms must be independent registered investment advisors and file their own Form ADV statement with the SEC and provide financial planning and related services to individual clients. Corporate RIA firms and investment advisor representatives are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by or affiliated with a broker-dealer that files a Form ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered investment advisor representatives of the corporate RIA. Ratings may not be representative of any one client’s experience and are not indicative of future performance.

The FT 300 list is a compilation of independent registered investment advisers based on a Financial Times methodology that takes into consideration assets under management (“AUM”), AUM growth rate, the company’s years in existence, compliance records, industry certifications of key employees, and online accessibility. An adviser’s AUM and AUM growth rate make up 85-90% of its score. The Financial Times selected those practices reporting to the SEC that they had $300m or more in assets under management (AUM). The FT then invited those qualifying RIA firms, which amount to more than 2,000, to provide further information about their practices. This is augmented by the Financial Times’s research, including review of regulatory filings. The FT 300 is presented as a group, not a competitive ranking from 1 to 300. Ratings may not be representative of any one client’s experience and are not indicative of future performance. .

Third Party Content – “Hyperlinks” or “links” to other companies’ websites or articles are provided for informational purposes only. MCM does not endorse, sponsor or promote any products or services offered by such sites. Any discussion of MCM or its services therein is no implication of the experiences of any MCM advisory client. While MCM makes every attempt to provide links only to those websites or articles that we think are worthwhile and accurate, we have not independently verified or passed on the merits of any information contained therein. Accordingly, MCM assumes no responsibility for the content or accuracy of any such material. MCM specifically disclaims any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of third party websites or articles. MCM reserves the right to terminate a link to a third party website at any time.

Ratings and Rankings – Any ratings or rankings referred to herein may not be representative of any one client’s experience, and such ratings and rankings are not indicative of future performance. Additional information regarding the ranking methodology is included with each article linked on this page.

VIDEOS

LOCATIONS